MCKINLEY CARTER WEALTH SERVICES, INC.
Wheeling, WV
AUM
$2.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
304-230-2400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WV
27 advisers found
SECURITY CAPITAL MANAGEMENT
Wheeling, WV
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM
304-233-3312
NTV ASSET MANAGEMENT, LLC
Charleston, WV
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
304-353-9090
COMMONWEALTH FINANCIAL SERVICES
Vienna, WV
AUM
$994.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-422-3531
HOXTON PLANNING & MANAGEMENT, LLC
Shepherdstown, WV
AUM
$591.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
304-876-2619
UNITED BROKERAGE SERVICES INC
Parkersburg, WV
AUM
$372.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
55 advisors
Clients
0
Fees
Percentage of AUM
888-424-6158
FORT HENRY CAPITAL, LLC
Wheeling, WV
AUM
$278.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
304-232-0422
VANDALIA WEALTH
Charleston, WV
AUM
$249.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
304-915-0260
IRONWOOD WEALTH MANAGEMENT, INC.
Hurricane, WV
AUM
$233.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
304-760-6000
HUFFMAN & ROSS WEALTH MANAGEMENT LLC
Morgantown, WV
AUM
$210.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
304-241-4478
STEELOAKS INVESTMENT ADVISERS, INC.
Weirton, WV
AUM
$131.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
304-723-6700
ANTHONY INVESTMENT MANAGEMENT, LLC
Wheeling, WV
AUM
$73.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(304) 905-1394
ROHR CAPITAL MANAGEMENT
Parkersburg, WV
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(304) 893-9599
BLACKBEAR CAPITAL, LLC
Ripley, WV
AUM
$37.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
304-532-0056
WNA WEALTH MANAGEMENT, LLC
Charleston, WV
AUM
$32.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(304) 342-2006
RETIREMENT PLANNING CONSULTANTS INC
South Charleston, WV
AUM
$26.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-744-8888
JA INVESTMENT MANAGEMENT, LLC
Hurricane, WV
AUM
$15.3M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
304-757-6443
FREEDOM FINANCIAL ADVISORS, LLC
South Charleston, WV
AUM
$13.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
8333279997
BIANCO CAPITAL MANAGEMENT, LLC
Davin, WV
AUM
$2.9M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
304-687-6807
MISSION: ADVICE
Shepherdstown, WV
AUM
$2.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-870-4200
JONDAKNOWS FINANCIAL GROUP, INC.
Huntinton, WV
AUM
$1.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
304-840-0708
MCKEE WEALTH MANAGEMENT
Hurricane, WV
AUM
$763K
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-760-8900
LAYNE FINANCIAL GROUP
Barboursville, WV
AUM
$25K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
304-202-3309
WESBANCO INVESTMENT DEPARTMENT
Wheeling, WV
AUM
$892.6M
Wealth Mgmt
Team
13 advisors
Clients
0
Fees
Percentage of AUM
304-905-7503
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